BB

Brian John Brechler

21 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
145 advisors
Number of Clients
11,317 clients
Average Client Portfolio
$188K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$25K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.50%
$100K - $500K2.30%
$500K - $1000K2.00%
$1M+1.80%

Advisory fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

C1S charges a wrap fee for discretionary investment management services, covering advisory services and certain brokerage fees. The fee is calculated as a percentage of assets under management, ranging from 2.50% on the first $99,999 to 1.80% on amounts over $1,000,000. Fees are negotiable. The wrap fee may not include all transaction-related expenses. Clients could receive similar management service outside of a wrap fee program from another adviser for a higher or lower advisory fee.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

6330 Sprint Pkwy, Suite 400, Overland Park, KS, 66211

Get directions
Regulatory History (1)
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Customer Dispute
May 2015
Settled
Other Business ActivitiesSells Insurance

Brian is a 50% owner of Direct Wealth Advisors, involved with fixed and index insurance, dedicating about a quarter of his time. He also has a small ownership stake in Union Broadcasting, a radio station, requiring minimal time, and works as an advisor for ChangePath RIA, spending about half his time there.

Employment History
Current Registrations
Creativeone Securities, LLC Broker
December 2019 - Present · 6 yrs 1 mo
Creativeone Wealth, LLC
December 2019 - Present · 6 yrs 1 mo
Previous Registrations
MML Investors Services, LLC Broker
March 2017 - December 2019 · 2 yrs 9 mos
MML Investors Services, LLC
March 2017 - December 2019 · 2 yrs 9 mos
Msi Financial Services, INC.
February 2005 - March 2017 · 12 yrs 1 mo
Msi Financial Services, INC.Broker
February 2004 - March 2017 · 13 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
February 2004 - July 2007 · 3 yrs 5 mos
State Registrations5 states
FLIAKSMOTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.